Financial Planning Administrator in Alton

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Dynamite Recruitment are supporting a well-established financial planning firm based in Alton looking for a motivated Financial Planning Administrator to join their friendly, professional team. You'll play a vital role supporting the advisers and Paraplanners and ensuring the smooth day-to-day running of the business.

Are you a detail-oriented, organised individual with an interest in financial services? Whether you're a recent graduate looking to launch your career or you already have admin experience in the industry — we’d love to hear from you!

Key Responsibilities :

Provide administrative support to Financial Advisers and Paraplanners

Prepare client reports, documentation, and meeting packs

Manage client records and ensure data is accurately maintained

Liaise with clients and providers via phone and email

Assist with processing new business and policy tracking

Support compliance and regulatory procedures We’re open to a range of experience levels, so whether you’re just starting out or already in a similar role, looking to progress, you could be a great fit. What matters most is your attitude and willingness to learn.

Ideal candidates will have :

Strong organisational and administrative skills

Excellent attention to detail

Good communication skills and a professional manner

Ability to work independently and as part of a team

A proactive and positive approach to problem-solving

IT literacy (Microsoft Office essential) Desirable (but not essential) :

Previous experience in a financial services admin role

Knowledge of pensions, investments, and life assurance

Progress toward (or interest in) professional qualifications (e.g., CII) Why Join Us?

Supportive, close-knit team environment

Opportunities for training and career progression

Regular working hours – no evenings or weekends

Lovely office location in Alton

Competitive salary up to £30,000 depending on experience Graduates welcome

Career progression available

For more details please apply or contact Tegan at Dynamite Recruitment

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.